About us

Harvest Capital Advisors goes beyond simply managing assets. We are advocates in every aspect of your financial life and are committed to helping you grow and harvest your life’s work.

We aim to simplify your life by providing effective solutions to achieve your financial objectives. Harvest is a fee-only financial advisory firm and a member of the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of fee-only financial advisors.

As a firm registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA), we follow strict fiduciary standards which mandates that our clients' interests must always be our first priority.

We believe your financial strategy requires personalization, understanding and respect of your goals and concerns. This is a process of gathering information, analyzing it, and quantifying your objectives, then building a cohesive strategy to help achieve your goals. We will provide a peace of mind that comes from receiving prompt and accurate service from a team of highly skilled and knowledgeable financial advocates.

As an RIA, we follow strict fiduciary standards to ensure that our clients’ needs are our first priority. Our Fee-Only structure allows us to provide an extraordinary level of service that you will grow accustomed to.

The Six Client Commandments

Understand My Situation: We ask a great many questions, and we listen, carefully.

Educate Me: We give you information and resources to help you make informed decisions about your future.

Keep In Touch: “We meet for scheduled review – or as often as needed – to address new issues, things working right, and things that need fixing.

Respect My Assets: Our clients all tell us: “Don’t lose my money.” It is our primary and overriding focus, followed by generating the income you need to do the things you want to do.

Solve My Problems: We understand and respect your hopes and dreams. We build a holistic and cohesive strategy to help achieve your financial goals, and adjust your plan to your changing circumstances, investment performance and tax laws.

Monitor My Progress: Your life is not an event; it’s a journey. We are committed to traveling with you for as long as you want us there.

How we work with you

Our process is simple. The hard part is adhering to the discipline and commitment necessary to honor the commandments. As it turns out, we’re pretty good at it!

Let us know how we can help!
Call (425) 827-6236 or send us a quick email and one of our financial advocates will reach out to you shortly.

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Let us know how we can help!

Call or send us a quick email and one of our financial advocates will reach out to you shortly.